Before you start
You’ll need permission to manage payment configurations.
Have your bank details ready (company name, account name, account number, sort code, currency).
Add a new payment configuration
Open Settings
Click the cog icon in the top-right corner and choose Payment Configurations.
Create a new configuration
Click the green Add button (top-right).
Details tab
Enter a clear Name for the payment configuration (e.g., “UK—Main Account”).
4. Account tab
Enter Company Name, Account Name, Account Number, Sort Code.
Select the Currency from the dropdown.
5. Locations tab
Select individual Locations to associate with this configuration or
Tick Use All Company Locations? to apply it everywhere.
6. Save
Click Save (green button).
Edit or delete an existing configuration
In Payment Configurations, use the Actions column:
Cog icon → Edit the configuration.
Bin icon → Delete a configuration you no longer use.
Tips
Use a clear naming convention (e.g., “Region—Bank/Currency”) to avoid confusion.
Review Currency and Locations carefully—these control where and how payments are processed.
Troubleshooting
Can’t see “Payment Configurations”: You may not have permission. Ask an admin to grant access.
Locations can’t be selected: If Use All Company Locations? is ticked, individual selection is disabled. Untick to choose specific sites.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.